Ethereum’s price struggles have sparked frustration among investors, especially as other assets seem to race ahead with faster rallies.
Yet, while Ether has not seen the same explosive growth in recent cycles, its underlying fundamentals are more robust than ever.
Etherealize CEO Vivek Raman argues that this disconnect between market sentiment and Ethereum’s long-term prospects could lead to a major revaluation of ETH by 2026.
The Price Performance Debate: Is ETH Losing Its Edge?
The price performance of Ether has undoubtedly been underwhelming in recent cycles.
Many investors are questioning whether Ethereum is slowly losing relevance in a market that’s become increasingly dominated by faster-growing assets.
However, Raman urges caution against this narrative.
He believes that focusing too heavily on short-term price fluctuations can obscure the broader story of Ethereum’s growing dominance in key areas.
Ethereum’s Position in the Institutional Landscape
One of the key factors Raman emphasizes is Ethereum’s continued strength in the areas that truly matter to institutional players.
Ethereum has long been the backbone of the decentralized finance (DeFi) ecosystem, but its role is expanding.
The Ethereum network and its layer-2 chains now host the lion’s share of global stablecoin activity, which exceeds $300 billion.
This is a crucial market, and Ethereum is clearly the leading infrastructure in this space.
Moreover, Ethereum is also the dominant network for tokenized real-world assets.
Over 90% of all tokenized assets are now hosted on Ethereum’s blockchain, highlighting the network’s essential role in bringing real-world assets to the blockchain.
For Raman, this dominance is a clear indicator of Ethereum’s relevance in the global financial landscape—something that far outweighs short-term price movements.
Traditional Finance Gets Serious About Ethereum
In his interview, Raman also touches on a significant shift within traditional finance.
No longer just a playground for experimentation, Ethereum is now being used for serious real-world financial products.
Major players like JPMorgan Chase and Fidelity have launched tokenized investment products using Ethereum’s infrastructure—something that would have been nearly unthinkable a few years ago.
Raman believes this shift is possible only because of the recent clarity surrounding regulations, particularly in the United States.
As more institutional players enter the space, Ethereum is poised to become even more deeply embedded in the financial system.
A New Framework for Valuing ETH: Beyond Price Predictions
Rather than making another price prediction, Raman takes a more nuanced approach by laying out a forward-looking framework.
He suggests that the future value of ETH will be driven by the growth of stablecoins and tokenized assets, as well as Ethereum’s ongoing role as a neutral financial infrastructure.
These structural changes, while still in the early stages, could eventually prompt the market to reassess how ETH is valued.
It’s not about chasing short-term price action; it’s about understanding the tectonic shifts that are happening in the background.
Shifting Focus: Long-Term Vision Over Short-Term Volatility
The key takeaway from Raman’s insights is the importance of looking beyond the day-to-day volatility of Ethereum’s price.
While it’s tempting to focus on price charts and market movements, Raman suggests that investors should focus more on Ethereum’s growing adoption in real-world finance and the rapidly expanding market for tokenized assets.
These long-term trends could lead to a much more substantial revaluation of ETH as the global economy continues to embrace decentralized finance.
The Big Picture: What’s Next for Ethereum?
Looking ahead to 2026, Raman believes that Ethereum is on track to see a major reassessment of its value.
While short-term price fluctuations may continue to frustrate some investors, those who take a long-term view will likely see the true potential of Ethereum as it becomes a critical piece of the financial infrastructure of tomorrow.
As more institutions begin to deploy Ethereum-based products and the network’s influence in stablecoins and tokenization grows, the future looks bright for ETH.
For more on Vivek Raman’s outlook for Ethereum in 2026, check out the full interview on the Cointelegraph YouTube channel.
Related Insight: Ethereum’s Strong Fundamentals Lead to Increasing User Adoption
Efforts to improve Ethereum’s security and scalability have already begun to bear fruit.
Recent user metrics show a clear uptick in Ethereum’s adoption, as more people turn to the network for its stablecoin and tokenization capabilities.
With continued growth in these areas, Ethereum’s future is becoming increasingly promising.
This conversation offers a compelling challenge to those focused on short-term price volatility, urging them to consider the larger, more substantial opportunities unfolding on Ethereum’s horizon.
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